High-Level Grants & Sponsorships Workshop Presented by: Al - PowerPoint PPT Presentation

High-Level Grants & Sponsorships Workshop Presented by: Al Voss Mended Hearts Assistant Regional Director – Southern Region

National Education & Training Conference

AL VOSS MH Assistant Regional Director, Southern Region Certified Patient Advocate President, MH Southwest Georgia Chapter #165 Albany, Georgia Member, Mended Little Hearts

BEFORE WE START: REQUESTS BACKGROUND

REQUESTS Turn Cell Phones to Vibrate or Off Hold Questions to the End

BACKGROUND

TODAY’S WORKSHOP: HIGH-LEVEL GRANTS & SPONSORSHIPS

YOU CAN SEEK FUNDS FOR: • Your chapter • Bravery Bags and items given to families • Mended Little HeartGuide & Lite for cardiology offices and hospitals • Educational programs for families • Volunteer training • Events

AGENDA: • DEFINITIONS • GRANT REQUEST AND PROCESS • SPONSORSHIPS • IDENTIFIED FOUNDATIONS IN STATES WHERE YOU LIVE • BEST SOURCE OF FOUNDATION INFORMATION

DEFINITIONS Foundation Grant Sponsorship Corporate-Giving Program Grassroots Fundraising Endowment (Asset)

DEFINITIONS Foundation: Type of charitable organization Set-up within IRS tax codes

DEFINITIONS Foundation: Two main types: Private Foundation – funded by individuals, family, or corporation Public Foundation – funded by nonprofit (also called a Community Foundation)

DEFINITIONS Foundation: Difference between Private and Public Foundations: 1) Funding sources 2) Private must pay out 5% a year 3) Public must collect 10% from public sources 4) Private has more legal restrictions and fewer tax benefits than Public

DEFINITIONS Foundation: charitable organization Grant

DEFINITIONS Grant: Gift of funds May or may not be restricted

DEFINITIONS Foundation: charitable organization Grant: gift of funds Sponsorship

DEFINITIONS Sponsorship: Funds provided for advertising opportunity Called “brand marketing” Restricted

DEFINITIONS Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program

DEFINITIONS Corporate-Giving Program: A grantmaking program established and administered within a profit-making company Not a foundation Formal procedures and awards

DEFINITIONS Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising

DEFINITIONS Grassroots Fundraising: An individual’s effort to raise money from other individuals or groups within a local community “Door -to- door”

DEFINITIONS Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising: “door -to- door” fundraising Endowment (Asset)

DEFINITIONS Endowment (Asset): Funds permanently invested to provide income for continual support and grants “Money in the bank”

DEFINITIONS Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising: “door -to- door” fundraising Endowment (Asset): invested money

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion Average giving each year 10% of assets

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion Average giving each year 5+% of assets Over $80 billion funding given each year

Foundation Facts 89,000+ foundations in U.S. Gave $100+ billion last year 90% of U.S. Foundations don't have websites New York most foundations and most giving Alaska fewest foundations and least giving

QUESTIONS: foundations, grants, or endowments?

GRANT REQUEST AND PROCESS Pre-Award Period Award Period Post-Award Period

Pre-Award Period 1. BE PREPARED Process Not Quick Lots of Hurdles Takes Time Takes Effort

Pre-Award Period 1a. BE REALLY PREPARED Expect more time and effort Expect setbacks

Pre-Award Period 2. IDENTIFY NEED FOR FUNDING How is grant to be used?

Pre-Award Period 3. IDENTIFY FUNDING SOURCES Research foundations Determine eligibility Identify lifecycle

Pre-Award Period 4. CHOOSE THE FOUNDATION Will foundation provide what you need? Verify their criteria

Pre-Award Period 5. OBTAIN AN APPLICATION Note the filing deadline Note how many copies to submit

Pre-Award Period 6. GATHER REQUIRED PAPERWORK Will require several documents Remember the filing deadline

6a. MLH & MH Documents

6b. MLH & MH Documents

Important Facts for Grants M L H is the nation’s largest peer - support program for children with congenital heart defects and their families. M L H connects families in person and online with its 8,000 members and 90,000 local and national social media followers. M L H provides over 5,000 Bravery Bags to families in the hospital each year.

Important Facts for Grants Mended Little Hearts works in partnership with children’s hospitals and medical professionals. With a goal of healthier communities, Mended Little Hearts strives to improve the lives of children who have heart defects and the quality of life for the whole family. Mended Little Hearts plays a significant role in the lives of families with children diagnosed with congenital heart defects by providing hope and support at a time when the family is often scared, confused and feeling alone. Mended Little Hearts can impact more families and improve the care and quality of life for many more children and families living with CHD.

Pre-Award Period 7. COMPLETE & SUBMIT APPLICATION Remember the filing deadline Submit two weeks early

Award Period 1. SIT BACK & WAIT Foundation will review Foundation may ask questions Award date will be noted in the application

Post-Award Period 1. IMPLEMENT Fulfill the foundation’s grant requirements Time and effort was worth it

Post-Award Period 2. ISSUE REPORTS Fulfill the foundation’s reporting requirements Make sure reports are on time

Post-Award Period 3. COMPLETE CLOSE-OUT Fulfill the foundation’s close -out requirements

Pre-Award Period 1. BE PREPARED 2. IDENTIFY NEED FOR FUNDING 3. IDENTIFY FUNDING SOURCES 4. CHOOSE THE FOUNDATION 5. OBTAIN AN APPLICATION 6. GATHER REQUIRED PAPERWORK 7. COMPLETE & SUBMIT APPLICATION

Award Period 1. SIT BACK AND WAIT Post-Award Period 1. IMPLEMENT 2. ISSUE REPORTS 3. COMPLETE CLOSE-OUT

IF YOUR EFFORT FAILS, ASK WHY AND LEARN FROM THE EXPERIENCE

QUESTIONS: grant request & process?

SPONSORSHIPS A form of advertising in which companies pay to be associated with your event. Different approach to large vs. small companies

SPONSORSHIPS Large company: Will have separate, staffed department inside company May use Public Relations or Marketing department Corporate-Giving may be involved

SPONSORSHIPS Small company: Will not have separate department inside company Owner or manager will make decision Funding level will be lower than large company

SPONSORSHIPS Overall: Be clear about your event or message Present a good document Promise deliverables Do what you promise Follow-up

IDENTIFIED FOUNDATIONS IN STATES WHERE YOU LIVE All listed promote health, human services and education * Indicates some emphasis on health and/or diseases of children

Alabama Alabama Power Foundation Birmingham Alisha Summerville (205) 257-2508 www.powerofgood.com Joseph Bruno Charitable Foundation * Birmingham Jera Stribling (205) 879-0799

Alabama Regions Financial Foundation * Mobile Al, FL, GA, TN Alfa Foundation Montgomery David Proctor (334) 613-4498

Arizona Delta Dental Charitable Trust Glendale Dawn Lorenzo (602) 588-3922 www.deltadentalaz.com/foundation/index.asp Emerald Foundation * Phoenix (602) 477-2500

Arizona Globe Foundation * Scottsdale Zuckerman Family Foundation * Tucson Amy Zuckerman (502) 749-9655

Arkansas Delta Dental Charitable Trust Sherwood Kelly Caldwell (501) 992-1698 www.deltadentalaz.com/foundation/index.asp Charles Frueauff Foundation * Little Rock Alma Willett (501) 324-2233

Arkansas Wal-Mart Foundation * Bentonville Julie Gehrki (800) 530-9925 http://foundation.walmart.com Schmieding Foundation * Springdale Gilda Underwood

California Blue Shield of California Foundation * San Francisco Gwyneth Tripp www.blueshieldfoundation.org Douglas Foundation * Beverly Hills (310) 274-5294

California Goldsmith Family Foundation * Beverly Hills Bram Goldsmith Josephine and Herbert Giels Foundation * Irvine